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TIAA to pay $5M in 401(k) excessive-fee suit
Employees allege the firm failed to act in their best interests when managing their retirement plans.
Auto features are helping to fuel 401(k) growth
Fidelity Investments says auto enrollment and auto escalation are pumping up retirement savings.
Average 401(k) balance hits new record, thanks to automated savings
"Auto-escalation" helped the average balance in a Fidelity account reach $95,500.
5 costly inherited IRA mistakes
Advisers should have their antennas up when an IRA owner dies and leaves the IRA to a non-spouse beneficiary.
Milestone birthday triggers crucial financial decisions
In the latest dispatch from the retirement front, Mary Beth Franklin mulls health insurance and estate planning choices.
Student loans just got more expensive
Beginning in July, interest rates on new government loans are set to rise.
Merrill Lynch will allow IRA commissions in some circumstances under DOL fiduciary rule
Beginning in June, Merrill advisers will be able to use "limited purpose brokerage IRAs" for certain products and transactions, and the firm will also make more products available over its advisory platform.
Retirement taxes are not for sissies
Opportunities abound for advisers schooled in tax-efficient withdrawals.
Private equity adds fuel to 401(k) record-keeper consolidation
Private-equity firms have snapped up a bunch of record keepers, perhaps motivated by access to millions of participants to whom they can sell a variety of financial product
What’s really behind the opposition to state auto-IRAs?
Some arguments against the programs appear flimsy when examined closer.
Social Security blocks clients’ claiming strategies
Sometimes it is possible to reverse unintended claims.
The conundrum of state-run retirement plans
Some opposed to state-run retirement plans argue that these types of plans should be handled by the private sector rather than the government.
Why Congress is making it tougher to retire
The new health care bill and a move to limit retirement savings will both hurt those trying to prepare for retirement
Forget bingo! More Americans are working part-time in retirement
Whether it's for financial, social or mental health reasons, Americans are opting to work part-time in retirement and advisers are helping them figure out how to do it.
Milestone birthday triggers crucial financial decisions
In latest dispatch from the retirement front, InvestmentNews' contributing editor mulls health insurance, estate planning choices.
Include health savings accounts in fiduciary process
The DOL rule that requires acting in clients' best interests will apply to these accounts.
Senate votes to kill state auto-IRA rule
If signed by the president, as expected, the resolution likely would have a 'chilling effect' on development of such retirement plans by states, due to the loss of the ERISA exemption.
Where the winners and losers are in the housing recovery
Most U.S. homes are worth less than before the crash.
The benefit advisers should be talking about with 401(k) plan sponsors
The job of 401(k) advisers is to help all plan participants attain a respectable retirement, including those who have lost the ability to earn money.
Thinking about buying your first home? Try this calculator
A new tool lets users make an easy comparison between the cost of owning and renting a home.